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Managing dashboards

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Docebo module
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  • Administrators
  • Power Users

Introduction

Insights provides a comprehensive dashboard system that includes both ready-to-use dashboards and custom dashboards, that you can manage according to the options described in this article. 

Accessing dashboards

To access dashboards, go to the Admin menu from the gear icon in the top right corner of the platform. Find the E-learning section and click on Insights.

The Insights main page lists dashboards as cards organized as:

  • Featured dashboards: includes the ready-to-use dashboards, the dashboards you have assigned to other users or that have been created and assigned to you by another Superadmin.
  • My dashboards: includes the dashboards that you have created yourself and that you have not assigned to other users. The My dashboards section is not displayed if you have not created any custom dashboards yet.

You can change the page layout to show dashboards in table format from the top right corner of the page. When selecting the table format, dashboards are not organized in sections.

You can filter dashboards by Role using the Filters on the left side of the page to select the dashboards for which you have Editor permissions and those for which you have Viewer permissions.

You can also look for a specific dashboard using the Search results box.

Managing dashboards

To access a dashboard, click on the corresponding card or on the dashboard name if you are in the Table display mode.

For custom dashboards, you will enter its View mode. Click on Edit mode in the top right corner of the page to modify it. 

You can also manage a dashboard from the main Insights page. Click on the ellipsis icon on the corresponding dashboard card or in the corresponding row if you are in Table display mode. The following options are available. 

Edit (for custom dashboards only)

  • From the Properties tab, you can edit the name and the description of the dashboard. Enter your modifications and click on Save properties.
  • From the Builder tab, you can add or remove visuals to your dashboard. Click on Save dashboard version in the Builder tab in order to see your changes in View mode. 
  • From the Filters tab, you can select and edit the filters you want displayed in the View mode of the dashboard.  Make your selection and click on Save filters to apply them. Your filter selection is automatically saved. This means that you will find the same filter selection next time you access the dashboard even if you close your browser. This only applies for a single dashboard and for your user only. 

Assign

You can assign dashboards to other users on the platform, giving them visibility into the displayed data. 

Duplicate

Quickly duplicate a custom dashboard saving time and effort when you need to generate similar statistics or analyze different datasets based on existing templates. When a dashboard is duplicated, the New label is displayed on its card and kept for 12 hours, unless the dashboard is accessed before this timeline.

Delete (for custom dashboards only)

Once you delete a custom dashboard, it will be removed from the page and you will not be able to retrieve it.